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仁寶攜手聯想 力拚大陸內需市場 @ 2011-09-27T13: Back Hot News
Keyword:聯想 仁寶
Concept:
呂清雄表示,配合客戶全球布局,為縮短產品運送時間及解決缺工問題,將基地往大陸西部轉移,成都廠將以外銷市場為主,合肥則主要供應大陸內需市場。聯想未來將維持ODM策略,在與仁寶合資成立新廠後,以前內部自行生產的部份將交由合肥廠生產,仁寶為聯想主要供應商地位將更穩固。
仁寶為全球前兩大NB代工廠,全球市占率約25%,主要代工產品有NB、LCDTV、LCD Monitor等(目前NB占逾80%)。主要客戶包括Dell(Dell)、HP(HPQ)及宏碁(2353)等品牌大廠。目前因前五大NB品牌廠商競爭激烈且Apple iPad平板電腦的推出,以致NB ASP持續滑落(已與DT PC逐漸接近),雖有助於刺激買氣,惟NB代工廠毛利率皆不及4%。為因應全球景氣疲弱與受到平板電腦沖擊影響,公司持續就現有的廠房進行生產效率改良及軟體研發升級,以提供客戶完整解決方案,並成立零組件供應鏈的控管小組,不排除以策略聯盟方式進行垂直整合,伺機擴大零組件供應鏈,維持上游零組件的供料穩定。
全球第 3 大個人電腦 (PC) 品牌聯想 (Lenovo)(0992-HK) 與台灣電腦代工大廠仁寶 (2324-TW) 周二 (27 日) 宣布,將投資 3 億美元成立合資企業,於安徽合肥成立新的電腦制造產線。

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